Insurance Agent Licensed
Resume:
CT
Catherine Thomas
Professional Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Work History
Bright Health Care LLC - Licensed Insurance Agent
Tempe, AZ
09/2021 - 12/2022
Randstad Contract To Charles Swab - Customer Verification Phoenix, AZ
05/2020 - 07/2020
GuideWell Connect - Licensed Insurance Agent
Tempe, AZ
08/2018 - 07/2020
Upsold additional products and services after identifying customer needs and requirements.
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Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
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Provided coverage option information to assist clients in protecting assets.
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Obtained underwriting approval by completing application for coverage.
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● Exceeded corporate quotas for monthly policy sales. Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
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● Evaluated customer data to identify and prevent fraudulent activities. Performed risk assessments to determine level of fraud risk and prioritize investigations.
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Conducted forensic analyses of financial records to identify fraudulent activity and accurately report findings.
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Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
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ad5sqg@r.postjobfree.com
Phoenix, AZ 85016-6860
Skills
● Insurance Sales
● Client Retention
● Sales Goals
● Client Account Management
● New Agent Training
● Cross-Selling
Customer Relationship Management
(CRM)
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● Long-Term Care
● Market Strategy
● Product Knowledge
Education
Coursera
Phoenix, AZ
IBM Certification: Big Data Science
12/2005
Colorado Technical University
Colorado Springs, CO
Associate of Arts: Computer And
Information Sciences
06/2002
Sequoia High School
Redwood City, CA
High School Diploma
Randstad Contract For Wellsfargo - Fraud Specialist Chandler, AZ
02/2020 - 04/2020
Senor Care Benefits - Licensed Insurance Agent
Sunrise, FL
08/2019 - 01/2020
Cognizant (Cnet) Sub Company Centene - Billing Analyst Phoenix, AZ
10/2016 - 05/2017
● Exceeded corporate quotas for monthly policy sales. Attended continuing education courses and workshops to gain additional insurance industry knowledge.
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Responded to customer calls swiftly to resolve issues and answer questions.
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Maintained high standards of customer service by building relationships with clients.
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Analyzed large amounts of data to find patterns of fraud and anomalies.
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● Evaluated customer data to identify and prevent fraudulent activities. Upsold additional products and services after identifying customer needs and requirements.
●
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
●
Provided coverage option information to assist clients in protecting assets.
●
Obtained underwriting approval by completing application for coverage.
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Built relationships with clients using active listening and issue resolution to provide excellent service.
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Conducted monthly pre-billing review and data quality analysis to verify complete accuracy of invoices delivered to customers and providers.
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Identified, researched, and resolved billing variances to maintain system accuracy and currency.
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